Pinnacle Wealth Planning Services’s SM Energy SM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120K	Buy	4,612 +193	+4%	+$5.8K	0.01%	768
2026 Q1	$138K	Buy	4,419 +3,364	+319%	+$76.7K	0.01%	631
2025 Q4	$19.7K	Buy	+1,055	New	+$21.4K	﹤0.01%	1721
2024 Q2	–	Sell	-4,214	Closed	-$210K	–	545
2024 Q1	$210K	Buy	+4,214	New	+$172K	0.03%	413
2022 Q4	–	Sell	-7,975	Closed	-$300K	–	487
2022 Q3	$300K	Buy	7,975 +137	+2%	+$5.39K	0.06%	238
2022 Q2	$268K	Buy	7,838 +1,718	+28%	+$69.8K	0.05%	271
2022 Q1	$238K	Buy	+6,120	New	+$221K	0.04%	328
2021 Q1	–	Sell	-131	Closed	-$1K	–	1687
2020 Q4	$1K	Buy	+131	New	+$442	﹤0.01%	2174

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's SM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its SM Energy (SM) stake by 4.4% in Q2 2026, buying an estimated $5.8K and bringing the position to 4,612 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #768.

Pinnacle Wealth Planning Services first reported a position in SM in Q4 2020 and has held it in 8 quarters since. The position peaked at $300K in Q3 2022. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Pinnacle Wealth Planning Services held 4,612 shares of SM Energy worth $120K as of Q2 2026.
Pinnacle Wealth Planning Services bought 193 SM Energy shares in Q2 2026, an estimated $5.8K.
SM Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #768 holding.
Pinnacle Wealth Planning Services first reported a position in SM Energy in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's SM Energy position peaked at $300K in Q3 2022.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.